Solutions Manager-Affluent_BRANCH BANKING_0733_0957_1036327

Solutions Manager-Affluent

Key Responsibilities

1. Business Development & Revenue Generation

- Drive CMS business across affluent and emerging customer segments.

- Support Relationship Managers (RMs) in acquiring new clients and enhancing existing relationships.

- Achieve targets related to fee income, liabilities, and product penetration.

- Identify cross-sell and upsell opportunities within the existing client base

Client Solutioning & Engagement

- Understand customer requirements and provide end-to-end CMS solutions.

- Design customized solutions across:

- Collections

- Payments

- Liquidity Management

- Digital Banking Services

- Participate in customer meetings and presentations with RMs.

- Ensure smooth onboarding and implementation of solution

Product & Process Management

- Coordinate with Product, Operations, and Technology teams for execution.

- Ensure compliance with risk, regulatory, and internal guidelines.

- Promote digital adoption and automation solutions.

- Resolve client servicing issues within defined turnaround times

takeholder Management

- Work closely with:

- Branch Banking Teams

- Affluent/Business Banking Relationship Managers

- CMS & Product Teams

- Operations & Implementation Teams

- Act as the single point of contact for CMS-related solutioning.

Market Intelligence & Strategy

- Track industry trends and competitor offerings.

- Provide feedback for product enhancements.

- Identify emerging opportunities within affluent and SME segments.

Major KPIs

- CMS Revenue Growth

- Fee Income Achievement

- Client Acquisition & Activation

- Product Penetration Ratio

- Onboarding TAT

- Customer Satisfaction Score

Key Skills

- CMS / Transaction Banking knowledge

- Client engagement and solutioning

- Sales and revenue orientation

- Stakeholder management

- Analytical and problem-solving skills

- Understanding of banking regulations and compliance